See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,826 | $152,587-43.8% | $125,175-31.4% | $152,861-43.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.20% | 54.84%-54.6pp | 43.79%-43.6pp | 345.32%-345.1pp |
| Employer contribution / active EE | $6,090 | $4,946+23.1% | $3,865+57.6% | $4,762+27.9% |
| Participant deferral / active EE | $23,000 | $5,868+292.0% | $4,937+365.9% | $5,850+293.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |